Filed December 1, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,739 | $87,540-78.6% | $75,781-75.3% | $125,391-85.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.25% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,654 | $3,930-57.9% | $3,323-50.2% | $4,866-66.0% |
| Participant deferral / active EE | $1,108 | $4,229-73.8% | $3,651-69.7% | $5,352-79.3% |
| Admin fee / account holder | $1,566 | $6,502-75.9% | $5,299-70.4% | $9,540-83.6% |